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Livermore
Livermore
ZHEN

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

ZION holding history

Zions Bancorporation, National Association in every 13F filed by Crewe Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZION overviewAll 13F holders of ZIONFull Q2 2026 holdings

Shares (Q2 2026)
4,701
Value
$325.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ZION by Crewe Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,701$325.3K<0.1%+3+0.1%AddedHolders
Q1 20264,698$270.7K<0.1%+647+16.0%AddedHolders
Q4 20254,051$237.1K<0.1%00.0%UnchangedHolders
Q3 20254,051$229.2K<0.1%+101+2.6%AddedHolders
Q2 20253,950$205.2K<0.1%00.0%UnchangedHolders
Q1 20253,950$196.9K<0.1%00.0%UnchangedHolders
Q4 20243,950$214.3K<0.1%00.0%UnchangedHolders
Q3 20243,950$186.5K<0.1%+787+24.9%AddedHolders
Q2 20243,163$137.2K<0.1%−367−10.4%ReducedHolders
Q1 20243,530$153.2K<0.1%−784−18.2%ReducedHolders
Q4 20234,314$189.2K<0.1%+792+22.5%AddedHolders
Q3 20233,522$122.9K<0.1%−6−0.2%ReducedHolders
Q2 20233,528$94.8K<0.1%+265+8.1%AddedHolders
Q1 20233,263$97.7K<0.1%+100+3.2%AddedHolders
Q4 20223,163$155.5K<0.1%−30−0.9%ReducedHolders
Q3 20223,193$162.0K<0.1%+30+0.9%AddedHolders
Q2 20223,163$161.0K<0.1%00.0%UnchangedHolders
Q1 20223,163$207.0K<0.1%00.0%UnchangedHolders
Q4 20213,163$200.0K<0.1%00.0%UnchangedHolders
Q3 20213,163$196.0K<0.1%00.0%UnchangedHolders
Q2 20213,163$167.0K<0.1%00.0%UnchangedHolders
Q1 20213,163$174.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.